We’re currently looking to work with a select group of independent wealth managers and IFAs. You will get exclusive first look access to institutional grade, MAS regulated structures, higher intermediary remuneration, and direct alignment to and access with the founders.
If you have any level of experience, you have probably been let down.
You do the heavy lifting, you find the client, build the trust, get the deal done. And then the distributor takes a big chunk of the commission. Or worse either the distributor or the financial provider go awol and you’re left with angry investors who blame you for their missing money.
There is clearly a market for working with distributors, but there is also room for us to work with you direct.
When you introduce an alternative allocation to your high net worth clients, your reputation is on the line. When products or companies fall over, it is not within your control, but it is usually you that bares the brunt of the clients frustration. We’re not asking you to distribute speculative models, we have very public profiles, are published authors on some of these financial instruments (we will send you complimentary copies of our books) and we back every structure with full regulatory cover.
Originating, structuring, and completing cross border market transactions.
Deep institutional expertise taking growth companies public across international capital markets.
Institutional oversight, compliance first architecture, and structured execution.
From pre IPO equity and asset backed high yield facilities to our proprietary digital yield and bond structures.
We are building a private group of independent advisers who want better commercial terms and direct origination access.
Cut out intermediary margins. Keep full remuneration within your firm.
Secure early capacity in scarce, high demand offerings before general market release.
Get real time technical answers, deal rationale, and bespoke training directly from the principals.
Products and term sheets are private, gated, and shared exclusively with approved advisory partners.
We are deliberately limiting our distribution network to a select cohort of 15 independent advisers whose clients regularly allocate $100k and above into alternative and fixed income assets. As of right now we have capacity remaining and are reviewing applications in order of submission.
A private, peer to peer discussion to understand your client profile, your licensing jurisdiction, and mutual alignment.
Approved partners receive full data rooms, direct compensation schedules, and live term sheets.
Direct structural training for you or your team and streamlined client onboarding.
We’re currently looking to work with a select group of independent wealth managers and IFAs. You will get exclusive first look access to institutional grade, MAS regulated structures, higher intermediary remuneration, and direct alignment to and access with the founders.
Callum Laing is a successful entrepreneur, investor, and listed company architect with over 25 years of operational experience building, scaling, and engineering cross-border business networks. He has been raising capital for both private and public companies, completing over 100 public acquisitions and running a $100m MAS regulated fund along the way. His work specialises in designing alternative listing roadmaps that connect high-performing private companies with public markets.
Jeremy Harbour is a globally recognised authority on mid-market mergers, structural acquisitions, and non-traditional public listings. Over a career spanning more than three decades, Jeremy has personally completed over 150 company transactions and advised on hundreds of cross-border corporate combinations across Europe, the US, and Asia. He has advised the UK Houses of Parliament on enterprise policy, and served as an Advisory Director to prominent US national banking institutions.
We do not publish term sheets or commercial terms publicly. All materials are reserved exclusively for advisory partners who pass our initial qualification.
Please note. This briefing is strictly for regulated IFAs, family offices, and wealth managers managing accredited or sophisticated clients ($100k minimum ticket sizes).